See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,966 | $110,299+59.5% | $102,423+71.8% | $199,593-11.8% |
| Participation rate | 92.7% | 86.3%+6.4pp | 76.5%+16.2pp | 72.0%+20.7pp |
| Annual return | 14.24% | 35.73%-21.5pp | 29.32%-15.1pp | 34.25%-20.0pp |
| Employer contribution / active EE | $6,668 | $3,603+85.0% | $3,023+120.5% | $3,034+119.7% |
| Participant deferral / active EE | $8,395 | $6,376+31.7% | $5,053+66.1% | $5,087+65.0% |
| Admin fee / account holder | $38 | $122-68.8% | $9,451-99.6% | $269-85.8% |